Daniel Evan Baker
Investment adviser representative at Avior Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Momentum Independent Network Inc.Jan 2025 to now
- Avior Wealth Management, LLCOct 2022 to now
- Navigator Securities LtdMar 2022 to Dec 2024
- Sam Houston State UniversityMay 2021 to Dec 2022
- UnemployedAug 2020 to Apr 2021
- D&b Well TestingMar 2020 to Jul 2020
- Ranger Energy ServicesMay 2019 to Feb 2020
- UnemployedJun 2018 to Apr 2019
- Binn CollegeAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avior Wealth Management, LLC
$6.5BAssets managed
4,894Clients
68Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7525005
- Firm CRD
- 148674